@timothy2809:$Activision Blizzard(ATVI)$ sigh, i bought it at 78.86 and it fell the very next day. lesson learnt, should have researched more. Should I hold the stock (and hope) for their future plans? [思考] or should i dump?
@Erick27:$Alibaba(09988)$P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.In terms of asset and future growth, BABA has Alicloud is the biggest cloud provider in China, which is not yet profitable yet.Also included is 33% stake in Ant Financial (valued around $30B).It is amazing that the price keeps dropping despite the bargain here. TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.